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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: Jerry Olson who wrote (98388)5/18/2000 10:30:00 PM
From: anyer  Read Replies (3) of 120523
 
Curious about P&F for Natural gas. This is the 4th time prices over 3.50 in last decade with supply constraints now.
All those new networks are demanding POWER and the new plants to generate use NG which is expensive relative to oil to import. Number of wells drilled went up 99 over 98year with production Falling. Either a severe shortage developing or the Hunts trying to corner the market. Don't look at oil stocks or oil service as CNBC does but focus on
those companies with high % of reserves domestically in NG.

These stocks are quietly making new all time highs; yes they could use a correction, but look like they could be also about to go parabolic. They could be the new leaders in a bull mkt. of VALUE.

APC[57%NG],APA[55%]DVN[high, but don't remember] these are at all time highs. BR[40%] PXD XTO SFY[80%] not at highs, but close. Have bought all these. Others are breaking out as well e.g. EOG today. No one wants to believe in a bull mkt in commodities.

Techs still overowned and loved;they will be buying techs all the way down. The dead gorilla will bounce and then finally whimper when NAZ bear ends. After all CSCO,DELL etc.
are in reality selling commodities too. The leaders in a new bull mkt always jump the gun; many would say there are no leaders,yet. Time will tell!
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